Helios Technologies Inc (HLIO) Ownership

54.19 ↑0.04 (0.07%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Wasatch Advisors Inc. is the biggest individual institutional holder of Helios Technologies Inc (HLIO), owning a total of 3.8 million shares. Combined, the top 41 institutional holders of HLIO own 113.72% of the company with a total of 37.6 million shares.

In the latest ownership report on June 30th 2025, the top 41 institutional holders decreased their combined ownership of HLIO by 96 thousand shares. 15 institutions bought 2,959,053 total additional shares and increased their ownership by an average of 11.71%. However 6 institutions sold 3,055,085 total shares and decreased their ownership by an average of 22.51%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Helios Technologies decreased by a net total of -96,032 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.866%-0.765%3,271,027-25,2312025-06-30
BlackRock Inc7.505%2.503%2,488,08460,7432025-06-30
Conestoga Capital Advisors, LLC5.895%-0.866%1,954,386-17,0772025-06-30
Dimensional Fund Advisors, Inc.4.740%4.290%1,571,59064,6442025-06-30
Thrivent Financial For Lutherans4.278%22.599%1,418,312261,4372025-06-30
Barrow Hanley Mewhinney & Strauss LLC3.810%30.711%1,263,213296,7942025-06-30
Wellington Management Company LLP3.666%9.811%1,215,523108,6022025-06-30
Sara-Bay Financial Corp3.662%-0.082%1,214,181-1,0002025-06-30
DePrince Race & Zollo Inc3.048%0.000%1,010,4421,010,4422025-06-30
Bank of America Corp2.812%7.890%932,36668,1822025-06-30
Wasatch Advisors LP2.447%-76.194%811,144-2,596,2242025-06-30
State Street Corp2.425%2.791%803,95021,8302025-06-30
Geode Capital Management, LLC2.383%3.417%789,98126,0982025-06-30
T. Rowe Price Investment Management,Inc.2.184%27.493%724,184156,1672025-06-30
William Blair Investment Management, LLC1.901%0.000%630,387630,3872025-06-30
Vaughan Nelson Scarbrgh & Mccullough LP1.826%-23.363%605,367-184,5482025-06-30
Rockefeller Capital Management L.P.1.761%37.649%583,687159,6482025-06-30
Neuberger Berman Group LLC1.467%0.295%486,3861,4322025-06-30
HHG PLC1.364%-33.806%452,316-231,0052025-06-30
Charles Schwab Investment Management Inc1.334%2.867%442,18412,3242025-06-30
MetLife Investment Management, LLC1.281%23.316%424,82880,3232025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wasatch Advisors Inc.11.648%-5.275%3,849,849-214,3682023-09-30
Vanguard Group Inc9.866%-0.765%3,271,027-25,2312025-06-30
T. Rowe Price Associates, Inc.8.302%0.558%2,702,80815,0042022-06-30
BlackRock Inc7.505%2.503%2,488,08460,7432025-06-30
Conestoga Capital Advisors, LLC5.895%-0.866%1,954,386-17,0772025-06-30
Dimensional Fund Advisors, Inc.4.740%4.290%1,571,59064,6442025-06-30
Thrivent Financial For Lutherans4.278%22.599%1,418,312261,4372025-06-30
Barrow Hanley Mewhinney & Strauss LLC3.810%30.711%1,263,213296,7942025-06-30
Wellington Management Company LLP3.666%9.811%1,215,523108,6022025-06-30
Sara-Bay Financial Corp3.662%-0.082%1,214,181-1,0002025-06-30
Brown Capital Management, LLC3.545%-23.214%1,175,408-355,3402025-03-31
DePrince Race & Zollo Inc3.048%0.000%1,010,4421,010,4422025-06-30
Bank of America Corp2.812%7.890%932,36668,1822025-06-30
Wasatch Advisors LP2.447%-76.194%811,144-2,596,2242025-06-30
State Street Corp2.425%2.791%803,95021,8302025-06-30
Geode Capital Management, LLC2.383%3.417%789,98126,0982025-06-30
State Street Corporation2.241%1.062%744,4967,8222024-03-31
T. Rowe Price Investment Management,Inc.2.184%27.493%724,184156,1672025-06-30
William Blair Investment Management, LLC1.901%0.000%630,387630,3872025-06-30
Vaughan Nelson Scarbrgh & Mccullough LP1.826%-23.363%605,367-184,5482025-06-30
Rockefeller Capital Management L.P.1.761%37.649%583,687159,6482025-06-30
Loomis, Sayles & Company LP1.702%-3.028%562,433-17,5602023-09-30
ACK Asset Management LLC1.619%-15.748%535,000-100,0002023-09-30
abrdn PLC1.628%2.080%529,96010,7962022-09-30
Bank of New York Mellon Corp1.559%18.498%519,53181,1002024-12-31
Neuberger Berman Group LLC1.467%0.295%486,3861,4322025-06-30
HHG PLC1.364%-33.806%452,316-231,0052025-06-30
ING Investment Management LLC1.351%25.096%450,42990,3622024-12-31
Charles Schwab Investment Management Inc1.334%2.867%442,18412,3242025-06-30
Royce & Associates, LP1.320%0.651%437,6292,8302025-03-31
MetLife Investment Management, LLC1.281%23.316%424,82880,3232025-06-30
Royal Bank of Canada1.198%2.776%395,80210,6912023-09-30
New York State Common Retirement Fund1.183%-6.591%393,323-27,7552024-09-30
Ceredex Value Advisors LLC1.052%59.391%350,500130,6002025-03-31
Amvescap Plc.0.952%3.328%310,0179,9862022-06-30
IAT REINSURANCE CO LTD0.903%0.000%300,00002024-06-30
GW&K Investment Management, LLC0.896%-49.552%295,969-290,7082023-06-30
Northern Trust Corp0.889%-3.933%295,298-12,0882024-06-30
Ameriprise Financial Inc0.800%-47.869%264,411-242,7892023-03-31
NORGES BANK0.723%-28.834%239,997-97,2392023-12-31
Silvercrest Asset Management Group LLC0.557%24.741%184,91536,6762024-03-31

Mutual Fund Ownership

Conestoga Small Cap Investors is the biggest individual fund holder of Helios Technologies Inc (HLIO), owning a total of 1.4 million shares. Combined, the top 47 mutual fund holders of HLIO own 67.62% of the company with a total of 22.4 million shares.

In the latest ownership report on August 31st 2025, the top 47 fund holders increased their combined ownership of HLIO by 18 thousand shares. 1 funds bought 397 total additional shares and increased their ownership by an average of 0.07%. However 1 funds sold 18,195 total shares and decreased their ownership by an average of 2.62%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Helios Technologies decreased by a net total of -17,798 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF2.406%0.000%797,76502025-08-31
American Beacon Small Cp Val R52.041%-2.619%676,674-18,1952025-08-31
Bridge Builder Small/Mid Cap Value1.646%0.073%545,5423972025-08-31
iShares Russell 2000 Value ETF0.884%0.000%293,07302025-08-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Conestoga Small Cap Investors4.183%0.000%1,386,77402025-07-31
Wasatch Core Growth3.249%-3.642%1,083,031-40,9362025-03-31
Vanguard US Total Market Shares ETF3.161%0.150%1,052,5381,5812024-09-30
Vanguard Total Stock Mkt Idx Inv3.164%-2.170%1,048,945-23,2612025-07-31
Thrivent Small Cap Stock A3.093%2.782%1,025,43227,7572025-06-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.061%2.277%1,011,63822,5182023-03-31
Vanguard Small Cap Index2.441%-0.615%809,112-5,0102025-07-31
iShares Russell 2000 ETF2.406%0.000%797,76502025-08-31
Wasatch Small Cap Growth Investor2.293%-3.949%761,732-31,3202024-06-30
American Beacon Small Cp Val R52.041%-2.619%676,674-18,1952025-08-31
Conestoga Small Cap Growth1.910%4.692%633,19728,3782025-06-30
T. Rowe Price Small-Cap Stock1.731%-20.740%573,327-150,0212023-12-31
T. Rowe Price US Small-Cap Core Equity1.731%-20.740%573,327-150,0212023-12-31
Bridge Builder Small/Mid Cap Value1.646%0.073%545,5423972025-08-31
Vanguard Small Cap Value Index Inv1.575%0.447%522,0082,3252025-07-31
Vanguard Extended Market Index Investor1.371%-0.019%452,999-842023-08-31
T. Rowe Price Small-Cap Value1.340%-0.229%444,163-1,0192025-07-31
Wasatch Small Cap Value1.286%0.000%426,34702025-06-30
Ceredex Small Cap Value Equity1.248%19.280%413,90066,9002025-06-30
Columbia Small Cap Growth Inst1.246%-16.820%405,633-82,0232022-11-30
Brown Capital Mgmt Small Co Inv1.092%-31.278%362,065-164,7892025-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.078%-30.132%357,252-154,0732025-07-31
T. Rowe Price Instl Small-Cap Stock1.039%0.000%343,29402023-09-30
Fidelity Small Cap Index1.006%-1.276%333,346-4,3072025-06-30
Wellington SMID Cap Research Equity0.986%-7.111%328,260-25,1282024-06-30
Wellington CIF II SMID Cap Research S30.988%-7.111%328,260-25,1282024-06-30
Columbia Small Cap Growth1.002%-33.064%326,420-161,2362022-12-31
Threadneedle (Lux) Glb Smlr Coms IE0.984%0.000%320,28602022-08-31
Loomis Sayles Small Cap Growth Instl0.969%-2.321%320,240-7,6092023-11-30
Fidelity® Small Cap Index0.957%2.811%316,3388,6482023-10-31
T. Rowe Price U.S. SC Core Eq Tr-Z0.926%-11.389%306,777-39,4292023-12-31
Thrivent Small Cap Stock0.921%-10.276%305,167-34,9502025-06-30
iShares Russell 2000 Value ETF0.884%0.000%293,07302025-08-31
iShares Russell 2000 Growth ETF0.845%0.000%280,44102024-05-30
Janus Henderson Small Cap Value L0.846%-27.911%280,322-108,5332025-06-30
T. Rowe Price U.S. SC Value Eq Tr-Z0.830%-32.885%274,725-134,6122023-12-31
DFA US Small Cap Value I0.800%8.556%265,08320,8922025-07-31
T. Rowe Price U.S. SC Value Eq Tr-D0.785%28.378%260,26757,5322025-06-30
Voya Small Cap Growth I0.777%1.531%258,5893,9002025-01-31
Voya Small Cap Growth0.765%28.732%254,68956,8452024-12-31
Voya Small Cap Growth (Portland)0.766%28.732%254,68956,8452024-12-31
Diamond Hill Small-Mid Cap Equity0.745%0.040%246,942992025-06-30
DFA US Micro Cap I0.736%0.000%244,71302024-11-30
Vanguard Small Cap Growth Index Inv0.719%-0.275%238,665-6582024-03-31
Wasatch Micro Cap0.716%39.230%237,75566,9912024-03-31
DFA US Targeted Value I0.645%4.227%214,8208,7132025-04-30
Multi-Manager Small Cap Eq Strat Inst0.641%16.007%213,61129,4752025-04-30

Discussions

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ihatenewegg11/14/25 09:32am

$HLIO getting this mare ready to run today

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thaddeus_knieght5/2/25 05:31pm

$HLIO I actually want the market pullback 5% is pretty crazy how this market keep going and going

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BritneyHuphrey3/13/25 06:41am

$HLIO tomorrow im gunna have a fucking good day regardless if its red or green. Red is buy green is hodl.

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aussie71311/29/24 01:32am

$HLIO I need a smoke after this trade

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